Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLDX (Morgan Stanley Global Infrastructure I) | NA | 2.21% | 13.23% | 13.99% | 9.04% | 5.65% | NA | … | … |
Data as of 04/08/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLDX (Morgan Stanley Global Infrastructure I) | 11/12/1998 | 04/08/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.21 | 13.23 | 13.99 | 9.04 | 5.65 | NA | … | … | -6.97 | 15.77 | 18.08 | 18.86 | 16.33 | 7.33 | 17.15 | -32.54 | 19.44 | 20.63 | 15.34 | 20.70 | 16.57 | -19.49 | -21.05 | 7.57 | 11.13 | 7.08 |
| Sharpe Ratio | NA | 0.16 | 1.11 | 0.97 | 0.42 | NA | NA | … | … | -1.19 | 1.62 | 1.75 | 1.89 | 0.88 | 0.40 | 0.68 | -0.89 | 0.98 | 1.72 | 1.02 | 1.96 | 1.22 | -0.96 | -1.53 | 0.20 | 0.66 | 6.23 |
| Standard Deviation(%) | NA | 13.96 | 11.71 | 14.42 | 19.25 | NA | NA | … | … | 20.30 | 9.73 | 10.33 | 10.06 | 18.47 | 17.90 | 25.21 | 37.56 | 16.82 | 10.15 | 12.89 | 10.07 | 13.00 | 21.48 | 15.49 | 17.58 | 11.94 | 10.52 |
| Draw Down(%) | NA | 10.01 | 10.29 | 15.55 | 51.61 | NA | NA | … | … | 9.10 | 9.13 | 10.29 | 6.13 | 13.47 | 18.35 | 28.55 | 44.66 | 10.79 | 5.41 | 11.56 | 8.75 | 14.09 | 32.67 | 23.95 | 9.01 | 6.83 | 1.79 |
| Yield(%) | 0.00 | 15.78 | 14.31 | 12.37 | 10.22 | 6.28 | 5.81 | … | … | 0.00 | 16.82 | 14.27 | 10.47 | 5.50 | 3.56 | 4.13 | 31.88 | 12.62 | 16.34 | 7.66 | 2.86 | 3.22 | 3.93 | 11.06 | 10.04 | 8.59 | 5.37 |
Data as of 04/08/2015, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLDX (Morgan Stanley Global Infrastructure I) |
-14.71%
Mar 2000 – Mar 2003 |
-3.21%
May 1999 – May 2004 |
-0.14%
Feb 1999 – Feb 2009 |
5.55%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLDX (Morgan Stanley Global Infrastructure I) |
24.76%
May 2004 – May 2007 |
21.72%
Feb 2009 – Feb 2014 |
12.00%
Jun 2004 – Jun 2014 |
7.25%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart